Moderna, Inc.
MRNA- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001682852
In the last 90 days, Moderna, Inc. insiders filed 0 open-market purchases and 5 sales; 785 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Moderna, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 916
- −49 vs. Q2 2022
- Shares held
- 246.9M
- +2.40M (+1.0%) vs. Q2 2022
- Total value
- $29.2B
- −$5.74B (−16.4%) vs. Q2 2022
- New holders
- 78
- 301 more added
- Sold out
- 127
- 356 more reduced
19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 785 | $22.3B |
| Q1 2026 | 727 | $15.6B |
| Q4 2025 | 676 | $8.97B |
| Q3 2025 | 646 | $7.11B |
| Q2 2025 | 677 | $8.06B |
| Q1 2025 | 696 | $8.00B |
| Q4 2024 | 750 | $11.5B |
| Q3 2024 | 795 | $17.5B |
| Q2 2024 | 958 | $31.1B |
| Q1 2024 | 904 | $28.1B |
| Q4 2023 | 887 | $25.6B |
| Q3 2023 | 892 | $25.5B |
| Q2 2023 | 970 | $30.2B |
| Q1 2023 | 1,019 | $38.3B |
| Q4 2022 | 1,073 | $44.6B |
| Q3 2022 | 916 | $29.2B |
| Q2 2022 | 984 | $35.0B |
| Q1 2022 | 1,009 | $42.8B |
| Q4 2021 | 1,112 | $62.6B |
| Q3 2021 | 1,146 | $93.6B |
| Q2 2021 | 907 | $53.8B |
| Q1 2021 | 780 | $27.4B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,093 | $129.0K | 0.00% | −906−45.3% | Reduced |
| Huntington National Bank | 1,012 | $120.0K | 0.00% | +139+15.9% | Added |
| Stephens Consulting, LLC | 1,002 | $118.5K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,000 | $118.3K | 0.01% | −2−0.2% | Reduced |
| Estabrook Capital Management | 1,000 | $118.3K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $118.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,000 | $118.0K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $118.0K | 0.07% | +1,000 | New |
| Salem Investment Counselors Inc | 984 | $116.0K | 0.01% | +100+11.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 964 | $114.0K | 0.02% | −765−44.2% | Reduced |
| Eisler Capital (UK) Ltd. | 948 | $112.0K | 0.02% | +948 | New |
| Loomis Sayles & Co L P | 911 | $108.0K | 0.00% | +885+3,403.8% | Added |
| Altshuler Shaham Ltd | 906 | $107.0K | 0.00% | −105−10.4% | Reduced |
| Harvest Fund Management Co., Ltd | 888 | $105.0K | 0.03% | −644−42.0% | Reduced |
| Byrne Asset Management LLC | 888 | $105.0K | 0.08% | −63−6.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 865 | $102.0K | 0.00% | −2−0.2% | Reduced |
| Lindbrook Capital, LLC | 845 | $100.0K | 0.02% | −36−4.1% | Reduced |
| Crewe Advisors LLC | 828 | $98.0K | 0.02% | +53+6.8% | Added |
| Proequities, Inc. | 829 | $98.0K | 0.01% | +334+67.5% | Added |
| Ameliora Wealth Management Ltd. | 750 | $98.0K | 0.05% | +750 | New |
| Cribstone Capital Management, LLC | 800 | $95.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $89.0K | 0.01% | −24−3.1% | Reduced |
| Vigilant Capital Management, LLC | 750 | $89.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 740 | $88.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 725 | $86.0K | 0.01% | −66−8.3% | Reduced |
| Asset Dedication, LLC | 718 | $85.0K | 0.01% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 700 | $83.0K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 695 | $82.2K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 686 | $81.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 681 | $81.0K | 0.01% | +46+7.2% | Added |
| HM Payson & Co | 662 | $78.0K | 0.00% | +300+82.9% | Added |
| BDO Wealth Advisors, LLC | 620 | $73.0K | 0.01% | −22−3.4% | Reduced |
| Sound Income Strategies, LLC | 600 | $71.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 601 | $71.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 580 | $69.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 546 | $65.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 535 | $63.3K | 0.04% | +150+39.0% | Added |
| Rosenberg Matthew Hamilton | 529 | $63.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 525 | $62.0K | 0.03% | +375+250.0% | Added |
| Castle Wealth Management LLC | 518 | $61.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $59.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 502 | $59.0K | 0.01% | +85+20.4% | Added |
| Consultiva Wealth Management, Corp. | 475 | $56.0K | 1.57% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $56.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 379 | $51.0K | 0.01% | +4+1.1% | Added |
| AlphaCentric Advisors LLC | 428 | $51.0K | 0.05% | +428 | New |
| Maj Invest Holding A/S | 420 | $50.0K | 0.00% | −570−57.6% | Reduced |
| Ellis Investment Partners, LLC | 425 | $50.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 412 | $49.0K | 0.01% | −69−14.3% | Reduced |
| Country Trust Bank | 418 | $49.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 410 | $48.0K | 0.05% | −50−10.9% | Reduced |
| Atwood & Palmer Inc | 400 | $47.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 395 | $47.0K | 0.01% | +10+2.6% | Added |
| Eagle Bay Advisors LLC | 373 | $44.0K | 0.03% | +93+33.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 380 | $44.0K | 0.02% | +380 | New |
| Versant Capital Management, Inc | 364 | $43.0K | 0.02% | −29−7.4% | Reduced |
| Baldwin Brothers Inc | 363 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 360 | $43.0K | 0.00% | +360 | New |
| Private Trust Co NA | 352 | $42.0K | 0.01% | +2+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 345 | $41.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 328 | $39.0K | 0.01% | −218−39.9% | Reduced |
| Hexagon Capital Partners LLC | 323 | $38.0K | 0.01% | +78+31.8% | Added |
| Catalyst Capital Advisors LLC | 312 | $37.0K | 0.00% | −10,372−97.1% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $35.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 296 | $35.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 300 | $35.0K | 0.02% | +300 | New |
| Covestor Ltd | 286 | $34.0K | 0.03% | −971−77.2% | Reduced |
| Center for Financial Planning, Inc. | 288 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 280 | $33.1K | 0.00% | +20+7.7% | Added |
| Bartlett & Co. LLC | 280 | $33.0K | 0.00% | +20+7.7% | Added |
| Webster Bank, N. A. | 266 | $31.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $30.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 252 | $30.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $30.0K | 0.00% | −1−0.4% | Reduced |
| Parkside Financial Bank & Trust | 241 | $29.0K | 0.01% | −130−35.0% | Reduced |
| Umb Bank N A | 238 | $29.0K | 0.00% | −77−24.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 243 | $29.0K | 0.03% | −9−3.6% | Reduced |
| Glassman Wealth Services | 240 | $28.0K | 0.01% | −100−29.4% | Reduced |
| Ancora Advisors, LLC | 233 | $28.0K | 0.00% | +14+6.4% | Added |
| Riverview Trust Co | 239 | $28.0K | 0.03% | +40+20.1% | Added |
| Evoke Wealth, LLC | 239 | $28.0K | 0.00% | +120+100.8% | Added |
| Global Financial Private Client, LLC | 230 | $27.8K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 231 | $27.0K | 0.00% | +10+4.5% | Added |
| Duncker Streett & Co Inc | 220 | $26.0K | 0.01% | −1,400−86.4% | Reduced |
| HHM Wealth Advisors, LLC | 220 | $26.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 209 | $25.0K | 0.01% | −756−78.3% | Reduced |
| Zions Bancorporation, N.A. | 211 | $25.0K | 0.00% | +11+5.5% | Added |
| Financial Perspectives, Inc | 206 | $24.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $23.6K | 0.01% | +25+14.3% | Added |
| Bogart Wealth, LLC | 185 | $22.0K | 0.00% | +70+60.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185 | $21.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 161 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 163 | $19.0K | 0.01% | 00.0% | Unchanged |